Manage users
Manage changes and ensure oversight.
Our platform includes a robust control mechanism aimed at ensuring comprehensive oversight and management of changes made by system administrators.
Our platform includes a robust control mechanism aimed at ensuring comprehensive oversight and management of changes made by system administrators.
A specialized admin role, the Moderator, is empowered to review all modifications in back-office settings at the account, user, and user group levels.
All administrative actions are compiled for the Moderator's review, with the option to enable or disable this feature as needed for added flexibility and control.
Maximize your revenue potential with our system's comprehensive Revenue Plans, all designed to optimize your financial operations.
Our system boasts the ability to create an unlimited array of commission plans, featuring a versatile commission constructor to accommodate even the most intricate setups, with the added flexibility of customizing values at the instrument level.
Our spread plan offers the flexibility to adjust bid/ask prices in various modes, allowing for a single instrument to be part of multiple spread plans, each with uniquely assigned values.
The swap plan elegantly facilitates the charging of overnight fees, with the convenience of importing values from a CSV file and the capability for automatic updates at regular intervals.
Our markup plans adeptly mitigate currency risk by applying additional markups to conversion rates, enhancing the accuracy of margin and profit/loss calculations for user accounts.
The custodial plan provides a feature to levy fees on users for the secure storage of their owned securities.
The Condition Manager allows for the integration of optional conditions into existing revenue plans, enabling tailored modifications to how these plans are executed.
Our platform includes a robust control mechanism aimed at ensuring comprehensive oversight and management of changes made by system administrators.
Experience enhanced security and control with our risk management system, meticulously designed to safeguard your trading activities.
Enhance your trading safety with our system's individual risk limits, featuring proactive warnings and portfolio concentration strategies, designed to minimize risk for day traders and proprietary trading firms.
Streamlined short sales, flexible trading modes, and smart, scalable margin solutions.
Differentiate clearly between 'Sell' and 'Short Sell', aligning with broker requirements to manage positions effectively.
Adjust margins for day trading versus delivery to manage the same instruments in different modes.
Use the automated margin requirements based on portfolio values, reducing the need for manual adjustments.
Our platform provides a wide selection of trading instruments designed to suit various investment strategies.
Access essential market data with ease through our platform, offering real-time and historical data integrations, customizable subscriptions, and an automated billing system based on user plans and data usage.
Our back-office is your command center for comprehensive reporting. Tailor reports with precision, delving into the details that matter most.
Start-of-day and End-of-day processes in our system are automated, triggered by activities within the system and capable of interfacing with third-party systems to retrieve data and execute based on preset parameters.
Ability to generate any type of end of day reports (trades/positions/balances) for external systems.
Automatic reconciliation of trades, positions, and balances after getting the start of day reports.
Ability to get any start of day reports (trades/positions/balances) from the external system.
“Report only” mode to find differences without an automatic reconciliation
"Our system comes with a wide range of pre-defined report templates, allowing TraderEvolution back-office reports to include any information available within the system.
Equipped with a wide array of pre-defined reports, the back-office lets you see all information available.
We offer the flexibility to create custom report templates to meet your specific needs and preferences.
Generate reports manually or automatically. Choose between one-time or set up periodic reports.
The platform facilitates the automation of corporate actions through a dedicated scheduler task, easily configurable and connectable to the relevant data source.
The platform includes a sophisticated scheduler mechanism, designed for automating repetitive actions or executing tasks at specific times.
Make TradeLocker available in your Brokerage and give your clients access to the next-gen trading platform.
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*Neither this app or its contents should be regarded as professional, financial or investment advice. This app is a suite of trading tools, meant to be used in connection with an account held by a trader with their brokerage firm. If you intend on using this app for real trading, you should understand how various financial products work and the risks you will be undertaking on your own.
**By using this app you will have access to information of a general nature (i.e., that does not address the circumstances of any particular individual). If you require further information, or otherwise a more comprehensive or complete statement of the related matters and regulations, you should seek the advice of a lawyer, your brokerage firm, or from a licensed financial service provider before you start trading.